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國立中山大學 111學年度第2學期 課程教學大綱
National Sun Yat-sen University 111Academic year Course syllabus
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中文名稱
Course name(Chinese) |
公司理財分析 |
課號
Course Code |
EMBA901B |
英文名稱
Course name(English) |
ANALYSIS IN CORPORATE FINANCE |
課程類別
Type of the course |
講授類 | 必選修
Required/Selected | 必修 |
系所
Dept./faculty |
管理學院高階經營碩士學程在職專班 |
授課教師
Instructor |
王昭文
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學分
Credit |
1.5 |
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因應嚴重特殊傳染性肺炎(武漢肺炎)，倘若後續需實施遠距授課，授課方式調整如下： |
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因應嚴重特殊傳染性肺炎(武漢肺炎)，倘若後續需實施遠距授課，評分方式調整如下： |
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尚未建立傳染性肺炎(武漢肺炎)課程評分方式﹝評分標準及比例﹞
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課程大綱 Course syllabus |
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課程目標 Objectives |
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In this course, the main objective is to provide and analyze the financial topics includes financial report analysis, present value and future value, CAPM, ESG, project management, financial derivatives, arbitrage of convertible bond and so on for the EMBA students.
本課程為EMBA財務相關課程的入門與基礎。除培養EMBA學員理解公司財務目標、財務報表並進行基本財務分析的基本能力外，亦希望學員了解公司理財中的專案評估、股票與債券的基本評估方法。此外，本課程亦將介紹公司理財中的一個重要課題:利率與外匯的避險方式，讓EMBA同學更加清楚了解正確的利率與外匯規避方法。最後，將介紹台灣上市櫃公司最常發行的可轉換公司債商品，讓學員更了解公司發行可轉換公司債的風險與利益所在之處。
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授課方式 Teaching methods |
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評分方式﹝評分標準及比例﹞Evaluation (Criteria and ratio)等第制單科成績對照表 letter grading reference
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1.點名與課堂討論(Class Discussion)：30%
2.平常課堂參與及課堂作業(Participation and class Homework)：30%
3.公司理財相關期末案例報告(Case Report related to Corporate Finance)：40%
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參考書/教科書/閱讀文獻 Reference book/ textbook/ documents
〔請遵守智慧財產權觀念，不可非法影印。教師所提供之教材供學生本人自修學習使用,不得散播及做為商業用途〕
No copies for intellectual property rights. Textbooks provided by the instructor used only for self-study, can not broadcast or commercial use
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每週課程內容及預計進度 Weekly scheduled progress |
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| 週次 | 日期 | 授課內容及主題 | | Week | Date | Content and topic | | 1 | 2023/02/12~2023/02/18 | 認識、理解公司財務目標 (Financial Objectives) | | 2 | 2023/02/19~2023/02/25 | 認識、理解公司財務目標(Financial Objectives) | | 3 | 2023/02/26~2023/03/04 | 認識、理解財務報表(Financial Reports) | | 4 | 2023/03/05~2023/03/11 | 認識、理解財務報表(Financial Reports) | | 5 | 2023/03/12~2023/03/18 | 認識重要財務報表公式與五力分析(Five Key Analysis in Financial Report) | | 6 | 2023/03/19~2023/03/25 | 認識重要財務報表公式與五力分析(Five Key Analysis in Financial Report) | | 7 | 2023/03/26~2023/04/01 | 認識重要財務報表公式與五力分析(Five Key Analysis in Financial Report) | | 8 | 2023/04/02~2023/04/08 | 淨現值與公司專案投資評估方法(NPV and Project Evaluation) | | 9 | 2023/04/09~2023/04/15 | 淨現值與公司專案投資評估方法(NPV and Project Evaluation) | | 10 | 2023/04/16~2023/04/22 | 股票風險與投資價值評估(Stock Analysis) | | 11 | 2023/04/23~2023/04/29 | 股票風險與投資價值評估(Stock Analysis) | | 12 | 2023/04/30~2023/05/06 | CAPM與股票報酬率間關係分析(CAPM) | | 13 | 2023/05/07~2023/05/13 | 債券風險與投資價值評估(Bond Analysis) | | 14 | 2023/05/14~2023/05/20 | 加權平均資金成本介紹(WACC) | | 15 | 2023/05/21~2023/05/27 | 衍生性商品避險-遠期外匯避險與利率交換之避險運用(Derivatives Hedging) | | 16 | 2023/05/28~2023/06/03 | 可轉換公司債案例分析(Arbitrage on Convertible Bonds) | | 17 | 2023/06/04~2023/06/10 | 放假(Vacation) | | 18 | 2023/06/11~2023/06/17 | 期末報告 (Final Report) |
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課業討論時間 Office hours |
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時段1 Time period 1:
時間 Time：星期二16:00~18:00
地點 Office/Laboratory：Department of Finance Office
時段2 Time period 2：
時間 Time：星期五10:00~12:00
地點 Office/Laboratory：Department of Finance office
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系所學生專業能力/全校學生基本素養與核心能力 basic disciplines and core capabilitics of the dcpartment and the university |
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系所學生專業能力/全校學生基本素養與核心能力
basic disciplines and core capabilities of the department and the university | 課堂活動與評量方式
Class activities and evaluation | | 本課程欲培養之能力與素養 This course enables students to achieve. | 紙筆考試或測驗 Test. | 課堂討論︵含個案討論︶ Group discussion (case analysis). | 個人書面報告、作業、作品、實驗 Indivisual paper report/ assignment/ work or experiment. | 群組書面報告、作業、作品、實驗 Group paper report/ assignment/ work or experiment. | 個人口頭報告 Indivisual oral presentation. | 群組口頭報告 Group oral presentation. | 課程規劃之校外參訪及實習 Off-campus visit and intership. | 證照/檢定 License.
| 參與課程規劃之校內外活動及競賽 Participate in off-campus/ on-campus activities and competitions. | 課外閱讀 Outside reading. | | ※系所學生專業能力 Basic disciplines and core capabilities of the department | |
| 1.瞭解國際管理新知 1. Exploring updated knowledge of International Business. | V | | V | V | | | | | | | | | 2.高階經營人才的再培育 2. Re-educating senior working professionals. | | | | | | | | | | | | | 3.新觀念的刺激與新思維的訓練 3. Training the professionals for new ideas. | | | | | | | | | | | | | 4.跨行業交流互動與團隊友誼之建立 4. Creating a network for crossover cooperation and friendship. | | | | | | | | | | | | | 5.全球化的訓練與視野 5. Developing the global mindset of each professional. | | | | | | | | | | | | | 6.多元化的學習 6. Providing pluralistic approaches to learning. | | | | | | | | | | | | | ※全校學生基本素養與核心能力 Basic disciplines and core capabilities of the university | |
| 1.表達與溝通能力。 1. Articulation and communication skills | V | | V | | | | | | | | | | 2.探究與批判思考能力。 2. Inquisitive and critical thinking abilities | V | | | V | | | | | | | | | 3.終身學習能力。 3. Lifelong learning | | | | | | | | | | | | | 4.倫理與社會責任。 4. Ethnics and social responsibility | | | | | | | | | | | | | 5.美感品味。 5. Aesthetic appreciation | | | | | | | | | | | | | 6.創造力。 6. Creativity | | | | | | | | | | | | | 7.全球視野。 7. Global perspective | | | | | | | | | | | | | 8.合作與領導能力。 8. Team work and leadership | | | | | | | | | | | | | 9.山海胸襟與自然情懷。 9. Broad-mindedness and the embrace of nature | | | | | | | | | | | |
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本課程與SDGs相關項目：The course relates to SDGs items: |
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本課程校外實習資訊: This course is relevant to internship: |
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